Equity Lifestyle Properties, In (ELS) Stock Analysis
Real Estate · REIT - Residential
Sell if holding. Analyst target reached at $62.94 — A.R:R 0.2:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Concentration risk — Geographic: Florida (45.7%).
Equity LifeStyle Properties is a REIT owning 453 manufactured home, RV community, and marina properties (173,371 sites) across 35 U.S. states and British Columbia. Revenue comes from long-term site leases and short-term RV/marina rentals, with Florida comprising the largest... Read more
Sell if holding. Analyst target reached at $62.94 — A.R:R 0.2:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Concentration risk — Geographic: Florida (45.7%). Chart setup: No recognized chart pattern (not a breakout, bounce, continuation, recovery, falling knife, or range) — technicals mixed. Score 4.8/10, high confidence.
Passes 5/7 gates (clean insider activity, no SEC red flags, news events none recent, earnings proximity 81d clear, semi cycle peak clear). Fails on weak momentum and favorable risk/reward ratio. Suitability: moderate.
Thesis
Key Metrics
Quality Signals
Options Flow
Concentration Risks(10-K Item 1A)
- HIGHGeographicFlorida46%10-K Item 1A: 'Florida, Northeast, California and Arizona, which comprised 45.7%, 11.1%, 10.2% and 10.9%, respectively, of our total property operating revenue for the year ended December 31, 2025'
Material Events(8-K, last 90d)
- 2026-02-09Item 5.02LOWEquity LifeStyle Properties Compensation Committee approved 2026 Executive Bonus Plan on February 3, 2026, setting bonus potential of 290% of salary for CEO Marguerite Nader and 220% for President, CFO, and CLO, contingent on operational and financial targets. Routine annual compensation arrangement.SEC filing →
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. Full disclaimer
Rating Breakdown
2 floor-breakers
Growth below the gate floor. Component breakdown shows what dragged the score down.static
Momentum below the gate floor. Component breakdown shows what dragged the score down.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Sell if holding. Analyst target reached at $62.94 — A.R:R 0.2:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Concentration risk — Geographic: Florida (45.7%). Chart setup: No recognized chart pattern (not a breakout, bounce, continuation, recovery, falling knife, or range) — technicals mixed. Prior stop was $60.50. Score 4.8/10, high confidence.
Take-profit target: $63.52 (+1.0% upside). Prior stop was $60.50. Stop-loss: $60.50.
Concentration risk — Geographic: Florida (45.7%); Analyst target reached - limited upside remaining; Leverage penalty (D/E 1.8): -1.0.
Equity Lifestyle Properties, In trades at a P/E of 31.1 (forward 28.5). TrendMatrix value score: 4.3/10. Verdict: Sell.
21 analysts cover ELS with a consensus score of 4.0/5. Average price target: $71.
What does Equity Lifestyle Properties, In do?Equity LifeStyle Properties is a REIT owning 453 manufactured home, RV community, and marina properties (173,371 sites)...
Equity LifeStyle Properties is a REIT owning 453 manufactured home, RV community, and marina properties (173,371 sites) across 35 U.S. states and British Columbia. Revenue comes from long-term site leases and short-term RV/marina rentals, with Florida comprising the largest market at 45.7% of total property operating revenue in 2025.